Business challenges
01
Contracts manually re-entered into CRM
Sales ops re-enters contract values, start dates, renewal terms, and counterparty details from signed PDFs into CRM records. Errors occur regularly. Speed depends entirely on available headcount.
02
Invoices matched manually across three systems
Finance manually matches purchase orders, delivery notes, and invoices across ERP and email. Three-way matching that could take seconds takes two days and produces errors that take another day to resolve.
03
Customer documents scattered across inboxes
KYC documents, onboarding forms, and compliance paperwork arrive by email and live in individual inboxes. The CRM has no record that they exist or what they contain.
04
No confidence scoring -- extraction errors go undetected
Basic OCR tools extract data but never communicate when the extraction is unreliable. Errors enter the CRM silently and are only discovered when they cause a downstream problem -- often weeks later.
What is included
Train a multi-class classification model to identify document type from content, extract the relevant fields for that type, and route the extracted data to the correct CRM object -- all automatically and without human intervention for high-confidence results.
Deliverables
How it works
Document audit
Catalogue every document type processed manually -- volume per month, fields extracted, current error rate, and time cost per document.
Model training
Train extraction and classification models on a representative sample of your historical documents. Minimum 200 samples per document type.
CRM integration
Connect the extraction pipeline bidirectionally to your CRM and any downstream systems including ERP, document management, and compliance platforms.
Confidence thresholds
Set human review thresholds -- documents with extraction confidence below the defined level are queued for human validation before CRM population.
Production & monitoring
Deploy to production with accuracy tracking, monthly model performance reporting, and a retraining schedule as new document samples accumulate.
Success stories
We process 2,400 supplier invoices per month. Before IDP that required 3 full-time staff. Now it requires 0.5 -- with higher accuracy, faster processing time, and a complete audit trail that our external auditors have explicitly praised.
KYC documents used to sit in email inboxes for days. Now every document is classified, extracted, linked to the correct CRM client record, and checked for expiry within 2 hours of receipt. Our compliance team reviews exceptions only.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
Build the business case for intelligent document processing -- volume analysis, cost model, accuracy benchmarks, and ROI calculation template.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
